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Portfolio (Quarterly) Guide ↗

GILPIN WEALTH MANAGEMENT, LLC

· CIK 0002058144
13F Portfolio $145M AUM 1,064 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1064 New
Page 6 of 54  ·  1,064 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPEM SPDR INDEX SHS FDS 6,320.0 $327K 0.23% NEW $51.78 +1.9%
102 BDX BECTON DICKINSON & CO Healthcare 2,097.0 $317K 0.22% NEW $151.33 +25.2%
103 AMAT APPLIED MATLS INC Technology 434.0 $314K 0.22% NEW $723.00 -36.1%
104 QCOM QUALCOMM INC Technology 1,698.0 $314K 0.22% NEW $184.79 -11.1%
105 REGL PROSHARES TR 3,270.0 $299K 0.21% NEW $91.57 +2.2%
106 GILD GILEAD SCIENCES INC Healthcare 2,281.0 $288K 0.20% NEW $126.34 +15.3%
107 IQVIA HLDGS INC 1,458.0 $282K 0.20% NEW $193.22
108 IWS ISHARES TR 1,700.0 $280K 0.19% NEW $164.60 +3.7%
109 SFLR INNOVATOR ETFS TRUST 7,095.0 $274K 0.19% NEW $38.58 +1.1%
110 NOBL PROSHARES TR 4,840.0 $272K 0.19% NEW $56.16 +3.9%
111 TEX TEREX CORP NEW Industrials 3,750.0 $271K 0.19% NEW $72.39 -12.0%
112 MTUM ISHARES TR 766.0 $263K 0.18% NEW $342.83 -12.6%
113 XPLR INFRASTRUCTURE LP 22,184.0 $262K 0.18% NEW $11.81
114 BND VANGUARD BD INDEX FDS 3,554.0 $261K 0.18% NEW $73.41 -1.5%
115 TXN TEXAS INSTRS INC Technology 839.0 $250K 0.17% NEW $298.07 -13.2%
116 TIP ISHARES TR 2,213.0 $242K 0.17% NEW $109.43 -2.3%
117 VTV VANGUARD INDEX FDS 1,102.0 $240K 0.17% NEW $217.93 +3.4%
118 ABT ABBOTT LABORATORIES Healthcare 2,590.0 $235K 0.16% NEW $90.74 +23.9%
119 INTC INTEL CORP Technology 1,663.0 $232K 0.16% NEW $139.63 -35.9%
120 LQD ISHARES TR 2,087.0 $228K 0.16% NEW $109.07 -2.5%
Page 6 of 54  ·  1,064 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.5%
Financial Services 17.5%
Industrials 14.3%
Healthcare 8.5%
Communication Services 7.3%
Consumer Cyclical 7.2%
Energy 6.7%
Consumer Defensive 2.2%
Utilities 1.0%
Basic Materials 0.5%